TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.08%
2,206
+17
152
$359K 0.08%
1,592
-10,191
153
$356K 0.08%
4,957
-2,714
154
$356K 0.08%
8,090
+1,544
155
$355K 0.08%
13,694
-8,074
156
$351K 0.08%
23,319
+424
157
$346K 0.07%
4,132
-1,659
158
$338K 0.07%
3,771
-27,223
159
$337K 0.07%
3,577
-1,295
160
$335K 0.07%
2,049
-74
161
$333K 0.07%
10,981
+1,149
162
$329K 0.07%
+1,121
163
$321K 0.07%
7,954
+2,080
164
$311K 0.07%
+3,824
165
$307K 0.07%
2,751
-2,796
166
$306K 0.07%
+4,243
167
$305K 0.07%
4,455
-1,855
168
$304K 0.07%
10,619
+1,093
169
$303K 0.07%
12,660
-6,232
170
$301K 0.06%
48,533
+6,814
171
$290K 0.06%
7,847
-48
172
$285K 0.06%
+1,744
173
$281K 0.06%
+5,932
174
$276K 0.06%
24,042
+17
175
$266K 0.06%
+8,069
5 6
7
8 9